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Insights
If U.S. Intensifies Sanctions, Yangtze Memory’s Efforts at Tech Catch Up may Fizzle
According to a Financial Times report on October 24, 2022, as the U.S. Department of Commerce moves to restrict U.S. personnel from supporting semiconductor manufacturing "facilities" located in China to develop or produce chips without Department approval, Yangtze Memory Technologies Co., Ltd. (YMT...
Insights
Driven by international IC design houses, global IC design market to grow by 14.4% in 2022
Market conditions in 2022 are chaotic and demand for chips fluctuate according to application. However, the IC design industry is driven by major manufacturers and the sales performance of high-end product portfolios such as data center, server, networking, industrial computing, automotive, and high...
Insights
[Chip War] A heavy handed approach to blockading China’s semiconductor development, understanding the impact of the US chip ban
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...
Press Releases
[Chip War] US Department of Commerce Strengthens Restrictions on China, Future Chinese Server Demand May Face Negative Growth, Says TrendForce
Current U.S. sanctions on China have extended their reach to strike at HPC and sectors such as aerospace, automotive market, and military industry. TrendForce indicates, the market for high-end computing chips (including CPU, GPU, etc.) has borne the brunt of these restrictions at this stage, whi...
Insights
[Chip War] U.S. Department of Commerce Again Imposes Restrictions on China, Expanding Scope of Sanctions from Logic ICs to Memory Sector, Says TrendForce
The U.S. Department of Commerce announced new semiconductor restrictions on October 7 in the United States. In addition to existing restrictions on the logic IC sector, this new update extends to the memory category. In addition to Chinese-funded enterprises, the extent of these restrictions stipula...
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